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Sound Income Strategies’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Sound Income Strategies’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-21
Closed -$1K – 823
2018
Q2 		$1K Buy
+21
New +$923 ﹤0.01% 575

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sound Income Strategies's RSPF Position: Q3 2018 in Review

Sound Income Strategies sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2018, closing a stake of 21 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in RSPF in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 90 funds tracked by Wall St. Rank hold RSPF as of Q3 2018.

  • Sound Income Strategies reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2018 after selling out during the quarter.
  • Sound Income Strategies sold 21 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2018, an estimated $1K.
  • Sound Income Strategies first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2018 and held it in 1 quarter.
  • Sound Income Strategies's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2018.

Based on Sound Income Strategies's 13F filing for Q3 2018, filed 1 Oct 2018.